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Psagot Value Holdings’s Whirlpool WHR Stock Holding History

Psagot Value Holdings’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,000
Closed -$585K – 391
2018
Q2 		$585K Hold
4,000
– – 0.03% 170
2018
Q1 		$612K Buy
4,000
+3,400
+567% +$568K 0.03% 182
2017
Q4 		$101K Hold
600
– – ﹤0.01% 234
2017
Q3 		$111K Buy
600
+150
+33% +$26.8K ﹤0.01% 242
2017
Q2 		$86K Buy
+450
New +$82.3K ﹤0.01% 239
2015
Q4 		– Sell
-137
Closed -$20K – 397
2015
Q3 		$20K Hold
137
– – ﹤0.01% 326
2015
Q2 		$24K Sell
137
-24
-15% -$4.51K ﹤0.01% 338
2015
Q1 		$33K Buy
+161
New +$32.7K ﹤0.01% 309

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Psagot Value Holdings's WHR Position: Q3 2018 in Review

Psagot Value Holdings sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 4,000 shares — an estimated $585K sold.

Psagot Value Holdings first reported a position in WHR in Q1 2015 and held it in 8 quarters. The position peaked at $612K in Q1 2018. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Psagot Value Holdings reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Psagot Value Holdings sold 4,000 Whirlpool shares in Q3 2018, an estimated $585K.
  • Psagot Value Holdings first reported a position in Whirlpool in Q1 2015 and held it in 8 quarters.
  • Psagot Value Holdings's Whirlpool position peaked at $612K in Q1 2018.
  • 560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Psagot Value Holdings's 13F filing for Q3 2018, filed 5 Nov 2018.